Bristow and Leonardo have finalized a long-term support package extending into the next decade for the AW139 and AW189 helicopter fleets, providing enhanced maintenance and operations efficiency. A new AW139 full flight simulator will be introduced in Aberdeen, Scotland beginning in 2026, strengthening training capabilities alongside the existing AW189 simulator. Bristow will add four new AW189 helicopters to its offshore energy services fleet by 2025 and 2026, supporting its strategic growth objectives an ...

财务数据和关键指标变化 - 公司在2024年第三季度的调整后EBITDA为6020万美元，较前一季度的7130万美元有所下降 [5] - 运营收入增加390万美元，主要由于政府服务和固定翼服务的利用率提高以及外汇汇率的有利影响 [5] - 运营现金流为6600万美元，较前一季度的3400万美元增长96% [9] 各条业务线数据和关键指标变化 - 在美洲地区的离岸能源服务利用率下降，主要由于会计处理的变化和某项目的完成 [12][13] - 非洲地区的利用率和收益持续增长，表现超出预期，预计将保持强劲表现 [8] - 固定翼业务的包机活动短期内有所增加，预计将对整体业绩产生积极影响 [8] 各个市场数据和关键指标变化 - 美洲市场的需求信号积极，尤其是在苏里南和巴西地区，预计将推动未来的增长 [14] - 英国和爱尔兰的海岸警卫队合同的资本投资已完成60%，预计将在接下来的两个季度内基本完成 [9][24] 公司战略和发展方向和行业竞争 - 公司计划继续投资和多元化其政府服务业务，以实现长期现金流收益 [11] - 离岸能源服务行业的基本面保持积极，预计处于多年的上升周期中 [11] - 公司将优先保护强劲的资产负债表，同时支持有吸引力的有机投资和资本回报 [11][25] 管理层对经营环境和未来前景的评论 - 管理层对未来的利用率和增长潜力持乐观态度，尤其是在美洲市场 [14] - 公司预计在2025年下半年及以后将产生正的净现金流 [11][25] 其他重要信息 - 公司在英国与机组人员达成了新的集体谈判协议，包含了部分的补发工资 [20] - 供应链挑战仍在持续，但公司对未来的业务表现持乐观态度 [8] 问答环节所有提问和回答 问题: 关于美洲地区利用率下降的因素 - 利用率下降主要是由于会计处理的变化和某项目的完成 [12][13] 问题: 对2025年的展望 - 2025年将继续运营爱尔兰海岸警卫队和英国SAR 2G合同，预计将实现显著的EBITDA增长 [18] 问题: 关于新政府合同的资本支出 - 预计将主要通过自由现金流和新融资来支持资本支出 [23][24] 问题: 英国的劳资协议的内容及长期影响 - 新的集体谈判协议包括补发工资，未来将有助于稳定劳资关系 [20] 问题: S92齿轮箱生命周期的变化对产能的影响 - 齿轮箱生命周期的延长将有助于部分S92的恢复服务，但仍面临其他部件的交付延迟 [21] 问题: 政治选举对客户活动的影响 - 公司将监测政策变化对业务的影响，尽管85%的收入来自美国以外的市场 [22]

Table of Contents Bristow Group Inc. (Exact name of registrant as specified in its charter) UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 ________________________________________ FORM 10-Q ________________________________________ (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the trans ...

财务业绩 - 公司第三季度总收入为3.651亿美元，较上一季度的3.597亿美元有所增长[1] - 第三季度净利润为2,820万美元，每股摊薄收益为0.95美元，与上一季度持平[1] - 剔除特殊项目、资产处置和外汇收益(损失)后的EBITDA为6,020万美元，较上一季度的7,128万美元有所下降[2,3] - 公司将2024年全年调整后EBITDA指引上调至2.2亿-2.3亿美元[4] - 2024年第三季度和第二季度相比,营业收入增加5,373千美元[23] - 2024年第三季度营业利润为33,213千美元,较上一季度下降11,549千美元[23] - 2024年第三季度调整后EBITDA为70,458千美元,较上一季度增加150千美元[23] 业务发展 - 政府服务业务的增长和多元化正在推进，公司正在执行与爱尔兰海岸警卫队和UKSAR2G的重要长期合同过渡[4] - 公司离岸能源服务业务受益于活动增加，认为正处于多年增长周期之中[4] - 2024年第三季度欧洲地区离岸能源服务收入为99,858千美元,较上一季度增加117千美元[24] - 2024年第三季度政府服务收入为85,229千美元,较上一季度增加5,753千美元[24] - 2024年第三季度固定翼服务收入为35,543千美元,较上一季度增加3,556千美元[24] 财务状况 - 2024年9月30日现金及现金等价物余额为208,581千美元,较2023年12月31日增加24,919千美元[27] - 2024年9月30日总资产为2,088,309千美元,较2023年12月31日增加151,031千美元[27] - 2024年9月30日总负债为1,189,549千美元,较2023年12月31日增加75,450千美元[28] - 2024年9月30日股东权益为898,760千美元,较2023年12月31日增加75,581千美元[28] - 净收入(亏损)为54,999百万美元[33] - 折旧和摊销费用为68,593百万美元[33] - 利息费用净额为39,791百万美元[33] - 所得税费用为41,743百万美元[33] - EBITDA为205,126百万美元[33] - 调整后EBITDA为229,344百万美元[33] - 调整后EBITDA(不含资产处置和外汇损益)为224,928百万美元[33] - 特殊项目包括PBH摊销14,903百万美元、并购整合费用347百万美元和其他特殊项目8,968百万美元[35] - 经营活动产生的净现金流为116,867百万美元[38] - 自由现金流为97,385百万美元[38] - 调整后自由现金流为104,942百万美元[38]

HOUSTON, Nov. 5, 2024 /PRNewswire/ -- Total revenues of $365.1 million in Q3 2024 compared to $359.7 million in Q2 2024 Net income of $28.2 million, or $0.95 per diluted share, in Q3 2024 compared to net income of $28.2 million, or $0.96 per diluted share, in Q2 2024 EBITDA adjusted to exclude special items, asset dispositions and foreign exchange gains (losses) was $60.2 million in Q3 2024 compared to $71.3 million in Q2 2024(1) Increases 2024 Adjusted EBITDA outlook range to $220 - $230 millionBristow Gro ...

HOUSTON, Oct. 28, 2024 /PRNewswire/ -- Bristow Group Inc. (NYSE: VTOL), the global leader in innovative and sustainable vertical flight solutions, today announced it will release its third quarter 2024 financial results after market close on Tuesday, November 5, 2024. In connection with the release, Bristow has scheduled a conference call for Wednesday, November 6, 2024, to begin at 10:00 a.m. ET (9:00 a.m. CT). Investors may participate in the call by using the following link, which is now open for early r ...

| --- | --- | |-------------|--------------| | "WE | TIKE \nSTR | | | | | MINING CM B | MARK BRISTOW | | | | | MINING | MARK BRISTOW | Michael McCrae Michael McCrae is leading Kitco's coverage of the mining sector. McCrae, who has both an MBA and CMA, knows how to build digital media properties. He was cofounder and publisher of MINING.com, an award-winning news site. Before coming to media, McCrae worked in IT and banking. Please reach out: mmccrae@kitco.com or (514) 670-1383. You can also follow him at @m ...

HOUSTON, Sept. 18, 2024 /PRNewswire/ -- Bristow Group Inc. (NYSE: VTOL), the global leader in innovative and sustainable vertical flight solutions, today announced its President and Chief Executive Officer, Chris Bradshaw, will participate in a fireside chat discussion at the conference on Tuesday, September 24, 2024, at 9:20 a.m. MT (11:20 a.m. CT) and participate in investor meetings throughout the day. About Bristow Group Bristow Group Inc. is the leading global provider of innovative and sustainable ver ...

SANTA MONICA, Calif., Sept. 17, 2024 (GLOBE NEWSWIRE) -- FlightWave Aerospace, a leading innovator in unmanned aerial systems (UAS), today announced it has secured a $1.9 million award through the U.S. Air Force's Tactical Funding Increase (TACFI) program. Following the recent acquisition of FlightWave by Red Cat Holdings, Inc. (Nasdaq: RCAT), the company will use the funding to support critical enhancements to the Edge 130 Vertical Takeoff and Landing (VTOL) system, now a part of Red Cat's family of low-co ...

HOUSTON, Aug. 29, 2024 /PRNewswire/ -- Bristow Group Inc. (NYSE: VTOL), the global leader in innovative and sustainable vertical flight solutions, today announced it will attend the Barclays 38th Annual CEO Energy-Power Conference on Tuesday, September 3, 2024. Bristow's President and Chief Executive Officer, Chris Bradshaw, and Senior Vice President and Chief Financial Officer, Jennifer Whalen, are scheduled to participate in investor meetings throughout the day. About Bristow Group Bristow Group Inc. is t ...